WTR Small-Cap Spotlight
WTR Small-Cap Spotlight is Water Tower Research's weekly podcast covering small-cap and micro-cap equities. Each episode features exclusive CEO interviews, analyst deep-dives, and actionable stock ideas across sectors including biotech, energy, technology, and industrials. Hosted by Tim Gerdeman, WTR Vice Chair & Co-Founder, the show gives investors direct access to the management teams and analysts behind under-the-radar opportunities. New episodes weekly on Apple Podcasts, Spotify, and all major platforms.
Episodes
250 episodes
Bassett Furniture (BSET) — 125 Years Strong: How a Made-in-America Brand Is Taking on a Tough Market
In this Showcase Series, Rob Spillman, Chairman and CEO of Bassett Furniture Industries (NASDAQ: BSET), joins host Doug Lane, Managing Director and Consumer Analyst at WTR, to discuss how one of America’s oldest furniture brands is dri...
Enlivex (ENLV): CEO Details Why the Company Is Pioneering a Dual Biotech and Digital Asset Strategy
In this episode of WTR Small-Cap Spotlight, Oren Hershkovitz, CEO of Enlivex, joins host Tim Gerdeman, Vice Chair, Co-Founder, and CMO of Water Tower Research, along with Dr. John Roy, WTR’s Senior Equity Research Analyst. The c...
ExoZymes (EXOZ): Unlocking Hard-to-Scale Molecules with AI-Driven, Cell-Free Biomanufacturing
ExoZymes (NASDAQ: EXOZ) CEO Michael Heltzen joins Tim Gerdeman and Robert Sassoon in this episode of the WTR Small-Cap Spotlight podcast to discuss the company’s AI-driven, cell-free biomanufacturing platform and how it aims to overcome longsta...
Stable: CEO Explains Why This Blockchain Wins on Payments
In this episode of WTR Small-Cap Spotlight, Brian Mehler, CEO of Stable, joins host Tim Gerdeman, Vice Chair, Co-Founder, and CMO of Water Tower Research, along with Dr. John Roy, WTR’s Senior Equity Research Analy...
Arrive AI (ARAI): Where AI Meets the Last Inch of the Last Mile
In this episode of WTR Small‑Cap Spotlight, Douglas Hineline, Tech Lead and Senior Platform Engineer at Arrive AI (NASDAQ: ARAI), joins WTR’s Tim Gerdeman and James Kisner to discuss how Arrive AI is building the infrastructure layer for autono...
WTR Circular Economy Symposium (Part 1 – SAF): Key Takeaways and Why Investors Should Pay Close Attention
Join WTR's Tim Gerdeman and Peter Gastreich as they unpack key takeaways from WTR's Circular Economy Symposium (Part 1 – SAF) — and lay out why investors should be paying close attention to this sector right now — including high-level feedback ...
The 2026 Louisiana Energy Conference: Energy Themes, Access, and Opportunity
In this episode of WTR Small Cap Spotlight, Al Petrie, Founder and Senior Partner at Al Petrie Advisors, joins Tim Gerdeman, Richard Tullis, and Jeff Robertson of Water Tower Research to preview what sets the Louisiana Energy Conference a...
First Phosphate (FRSPF): European Participation in Project Funding Highlights the Strategic Nature of the Company’s Resource
John Passalacqua, CEO of First Phosphate, joins host Tim Gerdeman and WTR’s Dmitry Silversteyn to break down the strategic significance of the €170M loan guarantee from a European government entity and its impact on advancing the company’s flag...
CIRCULAR ECONOMY: Investing in SAF, CCUS and Waste-to-Value (PART 1 – SAF)
This WTR Symposium Series podcast is the first of a three-part symposium exploring investment opportunities emerging from industrial decarbonization and the circular resource economy. The first episode focuses on sustainable aviation fuel (SAF)...
Trump's Psychedelic Medicine Executive Order: What It Means for Patients and Investors
Water Tower Research's healthcare equity analyst Robert Sassoon breaks down President Trump's executive order on therapeutic psychedelics, examining the five key mechanisms it puts in place — from accelerated FDA review vouchers and right-to-tr...
Perion Networks (PERI): Algo Trading for Ads — Perion's AI Layer for a Trillion-Dollar Market
In this episode of the WTR Small-Cap Spotlight podcast, Tal Jacobson, CEO of Perion Network (NASDAQ: PERI), joins host Tim Gerdeman and WTR's James Kisner to discuss how the repositioned, AI-native Perion is tackling fragmentation in the trilli...
Algorhythm Holdings (RIME): SemiCab’s AI Platform Tackles Empty Miles in Global Freight
On this episode of the WTR Small-Cap Spotlight, Gary Atkinson, CEO of Algorhythm Holdings (NASDAQ: RIME), joins host Tim Gerdeman and WTR’s James Kisner. The discussion centers on SemiCab, the company’s AI-dri...
Inside the WTR Insights Conference: Connecting Investors with High‑Growth Small Caps
In this special edition of the WTR Small‑Cap Spotlight Flashcast, Water Tower Research CEO and Co‑Founder Shawn Severson previews the WTR Insights Virtual Conference, April 14–15. The two‑day event features 24 small‑ and micro‑cap companies acr...
Staying in the AI Flow: Insights from ~400 Public and ~45 Private companies in AI
On this episode of the WTR Small‑Cap Spotlight, James Kisner, Technology Analyst at Water Tower Research, joins Tim Gerdeman, Vice Chair, Co‑Founder, and Chief Marketing Officer of Water Tower Research, to discuss the latest insights from WTR’s...
Unmasking the Treatment Landscape for Obstructive Sleep Apnea (OSA)
Robert Sassoon, WTR Senior Healthcare Analyst, joins Tim Gerdeman to discuss obstructive sleep apnea (OSA) and the rapidly evolving treatment landscape for this widespread yet often undiagnosed and potentially fatal condition. The conversation ...
- 1‑800‑FLOWERS.COM (FLWS): Inside the Strategic Reset Poised to Spark a New Era of Profitable Growth
In this episode, 1‑800‑Flowers.com CFO James Langrock and SVP of Investor Relations Andy Milevoj join Water Tower Research Managing Director Doug Lane and host Tim Gerdeman for a deep dive into the company’s multi‑year transformation under new ...
Medicus Pharma (MDCX): De‑Risking Drug Development to Capture a High‑Growth Market Opportunity
In this episode of WTR Small-Cap Spotlight, Dr. Raza Bokhari, Executive Chairman and CEO of Medicus Pharma (NASDAQ: MDCX), joins Tim Gerdeman and Robert Sassoon to walk through the company’s strategy and market focus. Dr. Bokhari explains how M...
Anixa Biosciences (ANIX): CEO Dr. Amit Kumar on Why 2026 Is Poised to Be a Defining Year
In this episode of the Small-Cap Spotlight, we welcome back Dr. Amit Kumar, Chairman and CEO of Anixa Biosciences (NASDAQ: ANIX) who explains why 2026 is shaping up to be a pivotal year for the company. Building on the momentum of...
High Level Takeaways from 2026 the PDAC mining conference in Toronto
Dmitry Silversteyn, WTR’s Chemicals & Materials Analyst, and Tim Gerdeman discuss the key themes emerging from the 2026 PDAC conference and the growing attention the critical elements mining and processing industry is receiving from investo...
Super League Enterprises (SLE): Level Up — Bridging Gaming and the Digital Ad Economy
On this week’s episode of the WTR Small-Cap Spotlight, Matt Edelman, CEO and Chairman of Super League Enterprise (NASDAQ: SLE), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and James Kisn...
Global Oil Shock: Supply Risk, Strategic Reserves, and the Market Outlook
In this episode of the WTR Small‑Cap Spotlight Video Podcast (recorded on 3/9/2026), members of the Water Tower Research Energy Team — Jeff Robertson, Richard Tullis, and Chris Degner — join host Tim Gerdeman to break down the rapid surge in oi...
Crude Under Fire
In this episode of the Small‑Cap Spotlight podcast, Jeff Robertson, WTR Natural Resources Analyst, joins Tim Gerdeman, Vice Chair, Co‑Founder, and Chief Marketing Officer of Water Tower Research, to break down how small‑ and mid‑cap producers a...
Omniscient Neurotechnology: Scaling up Clinical Connectomics SaaS Strategy and Neurotech Vision
In this episode of the WTR Healthcare Happenings, Adam Fraser, COO of Omniscient Neurotechnology—a privately held, Australian‑based but U.S.-focused company pioneering AI‑driven brain mapping—joins Water Tower Research Co‑Founder Tim Gerdeman a...
Potential Impact of the Iran Conflict on Chemical Markets and Key Industry Sectors
Join Dmitry Silversteyn, Managing Director – Chemicals & Materials Technology Analyst, and Tim Gerdeman, WTR Vice Chair, Co‑Founder, and Chief Marketing Officer, as they discuss the potential impact of the Middle East conflict on the chemic...
Bassett Furniture (BSET): Built to Last Through Customization
Bassett Furniture (NASDAQ: BSET) Chairman & CEO Rob Spilman and CFO Mike Daniel join host Tim Gerdeman of Water Tower Research to discuss the company’s evolution into a leader in customized home furnishings. They discuss Bassett’s restructu...